Measured Wealth Private Client Group
MTG icon

Measured Wealth Private Client Group’s MGIC Investment MTG Stock Holding History

Measured Wealth Private Client Group’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$88.8K Sell
3,435
-623
-15% -$18.6K 0.02% 256
2026
Q2 		$114K Sell
4,058
-8,353
-67% -$223K 0.03% 239
2026
Q1 		$326K Sell
12,411
-46,573
-79% -$1.24M 0.09% 133
2025
Q4 		$1.72M Sell
58,984
-1,157
-2% -$32.5K 0.46% 34
2025
Q3 		$1.71M Sell
60,141
-1,748
-3% -$47.6K 0.46% 28
2025
Q2 		$1.72M Buy
61,889
+1,674
+3% +$43.1K 0.52% 28
2025
Q1 		$1.49M Buy
60,215
+2,323
+4% +$56.3K 0.48% 29
2024
Q4 		$1.37M Sell
57,892
-1,911
-3% -$47.7K 0.44% 31
2024
Q3 		$1.53M Sell
59,803
-2,582
-4% -$62.2K 0.51% 25
2024
Q2 		$1.34M Buy
62,385
+1,877
+3% +$38.9K 0.47% 25
2024
Q1 		$1.35M Buy
60,508
+1,837
+3% +$36.6K 0.47% 26
2023
Q4 		$1.13M Buy
58,671
+2,954
+5% +$52.3K 0.42% 32
2023
Q3 		$930K Buy
55,717
+2,012
+4% +$34.2K 0.37% 38
2023
Q2 		$848K Buy
53,705
+11,650
+28% +$173K 0.32% 40
2023
Q1 		$564K Buy
42,055
+24,782
+143% +$334K 0.22% 69
2022
Q4 		$225K Buy
17,273
+2,789
+19% +$36.7K 0.09% 151
2022
Q3 		$186K Buy
+14,484
New +$203K 0.08% 146

Other funds holding MTG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Measured Wealth Private Client Group's MTG Position: Q3 2026 in Review

Measured Wealth Private Client Group reduced its MGIC Investment (MTG) stake by 15% in Q3 2026, selling an estimated $18.6K and leaving 3,435 shares worth $88.8K. The position accounts for 0.02% of the portfolio, ranked #256.

Measured Wealth Private Client Group first reported a position in MTG in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q4 2025. 419 funds tracked by Wall St. Rank hold MTG as of Q3 2026.

  • Measured Wealth Private Client Group held 3,435 shares of MGIC Investment worth $88.8K as of Q3 2026.
  • Measured Wealth Private Client Group sold 623 MGIC Investment shares in Q3 2026, an estimated $18.6K.
  • MGIC Investment made up 0.02% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #256 holding.
  • Measured Wealth Private Client Group first reported a position in MGIC Investment in Q3 2022 and has held it in 17 quarters since.
  • Measured Wealth Private Client Group's MGIC Investment position peaked at $1.72M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held MGIC Investment as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.